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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $85,171-56.3% | $172,753-78.5% | $72,976-49.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.87% | 27.32%-3.5pp | 803.00%-779.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $3,622 | $3,324+9.0% | $5,144-29.6% | $2,440+48.4% |
| Participant deferral / active EE | $6,938 | $3,260+112.8% | $5,198+33.5% | $3,608+92.3% |
| Admin fee / account holder | $533 | $5,880-90.9% | $13,956-96.2% | $5,124-89.6% |